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Author Archives: jfingeret

Special Needs Trusts: Trustee Responsibilities

A special needs trust is often established so that the beneficiary can have access to funds that are left to him or her during their lifetime or that are left to him or her from an estate.  It also serves to preserve the beneficiary’s means-tested government benefits.  It’s important to understand that a beneficiary’s special […]

The Difference Between Medicare and Medicaid

Are you confused about the differences between Medicaid and Medicare and how they can affect estate planning?  If so, you are not alone.  The differences between each of these benefit programs can be confusing and complex.  Read on to learn more about each program and how they can affect your long term care plan. Signed […]

Incapacity Planning

In many ways, planning for incapacity can be even more challenging than planning for end of life.  More so than contemplating death, it is difficult to think about a time when we are alive but unable to communicate our thoughts and wishes to our loved ones.  Unfortunately many people will become incapacitated before they pass […]

Estate Planning for New Parents

For many families, estate planning is one of the most overdue items on the to-do list.  This is not surprising; none of us like to think about the types of situations that would require the use of estate planning documents.  However, if you have recently welcomed a new baby into your family and haven’t yet […]

Estate Planning for Single Moms

There is no type of person or family situation that can justify not having an estate plan.  Every adult should at least have a will and a power of attorney.  However, there are some classifications of people who are in urgent need of creating an estate plan if they haven’t already done so.  This segment […]

Nursing Home Resident Rights

Evaluating and Selecting a Nursing Home There is no task more difficult than finding a nursing home for a spouse or parent.  Few people want to live in a nursing home but these institutions serve as a last resort when it becomes impossible to provide the necessary care at home.  When selecting a nursing home […]

Long-Term Care Planning

More than 70 percent of Americans over the age of 65 will require some kind of long-term care during their lifetime and 40 percent will require nursing home care.  Since most of us will need long-term care services in the future, it is a good idea to plan ahead and explore your long-term care options […]

Estate Planning for LGBT Families

Since the landmark Obergefell v. Hodges ruling from the United States Supreme Court that made same-sex marriage legal across the country, LGBT families should be prepared for the major financial implications resulting from that decision.  Beyond taking advantage of filing joint tax returns, same-sex couples are now able to avail themselves of the same estate […]

Reviewing Your Estate Plan After Major Life Changes

While it’s not something most people like to consider, estate planning is critical.  It’s important to know that if something were to happen to you, that your wishes will be respected and your loved ones protected.  As you move through life, your last wishes can change and it’s important to update your estate plan accordingly. […]

Comprehensive Estate Planning

Traditional estate planning focuses on what happens to our assets after we pass away.  It is a way to ensure that our belongings are distributed according to our wishes in a timely manner and with minimum expense.  Estate planning is important but it is also essential that we plan for our lifetime.  Lifetime planning allows […]